Transforming Challenges into Triumphs with Solvit’s Expertise

Client Overview

When Andy Zauner and his team at Aras embarked on their journey to implement Kantata PSA (formerly Kimble), they were faced with some difficult challenges. Integrating Microsoft Dynamics 365 for time tracking and invoicing into the PSA ecosystem was critical but fraught with technical and organizational hurdles. However, Solvit’s proactive approach and deep knowledge and professionalism, particularly Ingo Roemer, proved to be the turning point.

Challenges

Initially, the project lacked a dedicated solution architect from Kantata’s Professional Services team, leading to gaps in process clarity and technical guidance. The integration of MS Dynamics 365 required a robust interface.  Kantata’s Professional Services team was challenged with resourcing this effort.  This created frustration and posed a real threat to the project’s success, risking client churn even before go-live.

Solvit’s Solution

Solvit stepped in as a trusted partner with deep knowledge of Kantata-SX, and how it works for PS teams big and small.  Ingo Roemer (COO and Kantata-SX Solution Architect) took a leadership role. His pragmatic and collaborative approach enabled Andy’s team at Aras to overcome significant challenges. Together, they:

• Refined Processes: Ingo facilitated targeted workshops, focusing on the client’s unique workflows and priorities.
• Tackled Integration Complexities: Ingo and Andy collaborated to build and refine the interface between MS Dynamics 365 and Kantata-SX. Their hands-on efforts ensured the integration met the client’s operational needs.
• Ensured Timely Support: Solvit’s support team, including responsive professionals like Chris Froio, delivered prompt resolutions, contrasting starkly with Kantata’s delayed responses.

Results

With Solvit’s guidance:

• The Kantata PSA implementation was salvaged and successfully launched.
• Forecasting and resource management capabilities were significantly enhanced, moving from scattered spreadsheets to consolidated and actionable insights within the PSA system.
• The client’s confidence in the platform was restored, securing continued investment and usage.

Client Feedback

Andy highlighted the partnership’s success, stating:

“Without Ingo and Solvit, this project would not have delivered such outstanding results. Their expertise and quick understanding of our needs were pivotal. They didn’t just provide solutions—they played a crucial role in driving the initiative to success.”

Looking Ahead

Aras leans on Solvit as a trusted ally. The team at Solvit has demonstrated their deep understanding of the professional services industry and shown unwavering commitment to client success while driving impactful results.  Andy will continue to rely on Solvit’s expertise as the teams work together on improvements to resource demand and management in 2025.

Key Takeaway

Solvit’s specialized focus on PSA systems, combined with a pragmatic and client-centric approach, transforms challenges into opportunities. For organizations navigating the complexities of PSA implementations, Solvit stands out as the partner of choice, delivering results where others fall short.